• Registered Investment Advisor Podcast

  • By: Seth Greene
  • Podcast

Registered Investment Advisor Podcast

By: Seth Greene
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  • Summary

  • The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert. Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
    Copyright 2021 Insurance Marketing Organization Podcast |Seth Greene |All Rights Reserved.
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Marketing Economics
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Episodes
  • Episode 172: The Wealth Game: From Police Officer to Wealth Advisor

    Episode 172: The Wealth Game: From Police Officer to Wealth Advisor
    Sep 18 2024
    Freddie Rappina is a Financial Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™ who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia. Freddie is originally from Long Island, New York and enjoys coaching baseball. Listen to this insightful RIA episode with Freddie Rappina about his transition from police officer to wealth advisor. Here is what to expect on this week’s show: - How Opta Financial aims to bring advanced wealth-building strategies to the middle class. - Why it’s important to transition from middle-class financial strategies to wealth-building ones. - How the biggest differentiator between middle-class financial strategies and wealth-building strategies is the attitude towards debt. - How Opta Financial also caters to clients who want to further advance their wealth through strategic investments. - How compound interest is oversold to the middle class as a primary wealth-building tool. Connect with Freddie: Links Mentioned: playingthewealthgame.com optafinancial.com Facebook facebook.com/OptaFinancial LinkedIn linkedin.com/company/opta-financial Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 171: Creating a Better Client Experience with Independent RIAs

    Episode 171: Creating a Better Client Experience with Independent RIAs
    Sep 11 2024
    Lisa Hutter is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor. Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere. Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don’t have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services. Listen to this insightful RIA episode with Lisa Hutter about creating a better client experience with independent RIAs. Here is what to expect on this week’s show: - How creating deep relationships with your clients is an important part of comprehensive financial planning. - Why having in depth conversations is vital and allows financial planners to focus more on their clients goals and less on investment performance. - How providing excellent customer service leads to getting more clients through referrals. - How being an independent RIA allows you to freedom to work with any client and to provide tailored financial planning without extra fees. - How the ability to offer unique and creative investment strategies differentiates IronOak Wealth from other firms. Connect with Lisa: Links Mentioned: ironoakwealth.com lisa@ironoakwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 170: Ken Fisher’s Mentorship and Investing Insights

    Episode 170: Ken Fisher’s Mentorship and Investing Insights
    Sep 4 2024
    Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode with Michael Cannivet about investing insights. Here is what to expect on this week’s show: - How it’s important to invest by focusing on supply and demand dynamics and investor psychology. - Why active investing and a tailored, original approach is the key to outperforming market prices. - How Silver Light Asset Management crafts personalized narratives that align with their client’s core values and life goals - How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy. - Why risk management is the cornerstone of successful investing, especially during volatile market conditions. Connect with Michael: Links Mentioned: silverlight.us Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins

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